Purchases and Sales Made in Q2 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q2 2023. The information is specifically focused on institutions that hold shares of PAYCHEX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
102+ 3.63% |
$10.7K - $11.6K
|
2.91K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
101+ 0.21% |
$10.6K - $11.5K
|
49.2K
$7.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
100+ 0.47% |
$10.5K - $11.4K
|
21.4K
$3.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
100+ 2.99% |
$10.5K - $11.4K
|
3.45K
$505K
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
100+ 0.35% |
$10.5K - $11.4K
|
28.8K
$4.21M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
88+ 4.6% |
$9.23K - $10K
|
2K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
87+ 1.76% |
$9.13K - $9.88K
|
5.03K
$736K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
85+ 1.2% |
$8.92K - $9.66K
|
7.14K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
84+ 0.98% |
$8.81K - $9.54K
|
8.64K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
82+ 0.8% |
$8.6K - $9.31K
|
10.3K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
80+ 0.53% |
$8.39K - $9.09K
|
15.3K
$2.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
79+ 3.8% |
$8.29K - $8.97K
|
2.16K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
78+ 1.62% |
$8.18K - $8.86K
|
4.88K
$714K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
76+ 0.21% |
$7.97K - $8.63K
|
36.9K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
76+ 0.82% |
$7.97K - $8.63K
|
9.36K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
73+ 0.4% |
$7.66K - $8.29K
|
18.4K
$2.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
71+ 3.59% |
$7.45K - $8.06K
|
2.05K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
71+ 73.2% |
$7.45K - $8.06K
|
168
$24.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 1.24% |
$7.35K - $7.95K
|
5.73K
$838K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
70+ 1.52% |
$7.35K - $7.95K
|
4.68K
$685K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
70New |
$7.35K - $7.95K
|
70
$10.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
68+ 1.27% |
$7.14K - $7.72K
|
5.41K
$791K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
68+ 1.32% |
$7.14K - $7.72K
|
5.23K
$765K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
66+ 0.61% |
$6.93K - $7.5K
|
10.8K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66+ 2.38% |
$6.93K - $7.5K
|
2.84K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
61+ 762.5% |
$6.4K - $6.93K
|
69
$10.1K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
61New |
$6.4K - $6.93K
|
61
$8.92K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
60New |
$6.3K - $6.82K
|
60
$8.78K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59+ 17.2% |
$6.19K - $6.7K
|
402
$58.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
56+ 28.72% |
$5.88K - $6.36K
|
251
$36.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
55+ 4.77% |
$5.77K - $6.25K
|
1.21K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
55+ 0.41% |
$5.77K - $6.25K
|
13.4K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.12% |
$5.25K - $5.68K
|
42.6K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
50+ 0.07% |
$5.25K - $5.68K
|
72.9K
$10.7M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
50+ 0.31% |
$5.25K - $5.68K
|
16K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46+ 1.25% |
$4.83K - $5.23K
|
3.73K
$546K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.5% |
$4.62K - $5K
|
8.88K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
44+ 0.37% |
$4.62K - $5K
|
11.9K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43+ 37.39% |
$4.51K - $4.88K
|
158
$23.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
43+ 1.28% |
$4.51K - $4.88K
|
3.4K
$498K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
42+ 1.61% |
$4.41K - $4.77K
|
2.65K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 20.0% |
$4.41K - $4.77K
|
252
$36.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 2.38% |
$4.2K - $4.54K
|
1.72K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
37+ 0.94% |
$3.88K - $4.2K
|
3.96K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
37+ 0.37% |
$3.88K - $4.2K
|
10.1K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
36+ 0.41% |
$3.78K - $4.09K
|
8.84K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
35+ 7.61% |
$3.67K - $3.98K
|
495
$72.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
35New |
$3.67K - $3.98K
|
35
$5.12K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
35New |
$3.67K - $3.98K
|
35
$5.12K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.78% |
$3.57K - $3.86K
|
1.94K
$284K
|